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Original filing (PDF)20251001112401NAL0005898003001
CREDIT ONE BANK, NATIONAL ASSOCIATION
Form 5500
FILING_RECEIVED
CREDIT ONE BANK, N. A. 401(K) PLAN AND TRUST
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
954
Accounts w/ balance
1,181
Plan assets (EOY)
$100.1M
Net assets (EOY)
$100.1M
How this plan invests
This plan
1 pooled trust
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 21 bps in Schedule C fees — 110% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CREDIT ONE BANK, NATIONAL ASSOCIATION.
Plan sponsor
Name
CREDIT ONE BANK, NATIONAL ASSOCIATION
EIN
94-2841595
Address
6801 S. CIMARRON RD · LAS VEGAS, NV · 89113
Phone
(702) 269-1075
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-01
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS, LLC | 47-1411118 | — | NONE | $108K | — |
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $102K | — |
Investments
30 direct securities · 1 pooled fund· $98.3M(98% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$76.2M
29 holdings
Mutual Funds
$18.7M
1 holding
Common Collective Trust
$3.3M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| s * Vanguard Target Retirement 2035 Fund Mutual Fund | Mutual Funds | — | — | $18.7M | 18.7% | |
| Vanguard Target Retirement 2045 Fund Mutual Fund | — | — | — | $14.9M | 14.9% | |
| Fidelity 500 Index Fund; Institutional Class Mutual Fund | — | — | — | $13.2M | 13.2% | |
| Vanguard Target Retirement 2055 Fund Mutual Fund | — | — | — | $8.7M | 8.7% | |
| Vanguard Target Retirement 2025 Fund Mutual Fund | — | — | — | $8.4M | 8.4% | |
| Vanguard Growth Index Fund Admiral Shares (0509) Mutual Fund | — | — | — | $5.3M | 5.3% | |
| JP Morgan Large Cap Growth Fund; Class R6 Mutual Fund | — | — | — | $4.7M | 4.7% | |
| VANGUARD RETIREMENT SAVINGS TR III VANGUARD FIDUCIARY TRUST COMPANY · EIN 38-7041744 / PN 024 | Common Collective Trust | — | — | $3.3M | 3.3% | |
| Vanguard Target Retirement Income Mutual Fund | — | — | — | $2.5M | 2.5% | |
| Vanguard Target Retirement 2065 Fund Mutual Fund | — | — | — | $2.0M | 2.0% | |
| Fidelity Mid Cap Index Fund Mutual Fund | — | — | — | $1.8M | 1.8% | |
| PGIM High Yield Fund; Class R6 Mutual Fund | — | — | — | $1.3M | 1.3% | |
| Vanguard Target Retirement 2050 Fund Mutual Fund | — | — | — | $1.2M | 1.2% | |
| Vanguard Target Retirement 2060 Fund Mutual Fund | — | — | — | $1.2M | 1.2% | |
| T. Rowe Price Mid-Cap Growth Fund; I Class (6673) Mutual Fund | — | — | — | $1.1M | 1.1% | |
| Vanguard Value Index Fund Admiral Shares (0506) Mutual Fund | — | — | — | $1.0M | 1.0% | |
| Fidelity Small Cap Index Fund Mutual Fund | — | — | — | $1.0M | 1.0% | |
| JP Morgan Core Plus Bond Fund; Class R6 Mutual Fund | — | — | — | $982K | 1.0% | |
| Vanguard Emerging Markets Stock Index Fund Admiral Mutual Fund | — | — | — | $941K | 0.9% | |
| Vanguard Target Retirement 2040 Fund Mutual Fund | — | — | — | $905K | 0.9% | |
| Vanguard Explorer Fund Admiral Shares (5024) Mutual Fund | — | — | — | $877K | 0.9% | |
| Vanguard Developed Markets Index Fund Admiral Shares Mutual Fund | — | — | — | $827K | 0.8% | |
| Vanguard Windsor II Fund Admiral Shares (0573) Mutual Fund | — | — | — | $775K | 0.8% | |
| DFA US Targeted Value Portfolio Mutual Fund | — | — | — | $691K | 0.7% | |
| Principal MidCap Value Fund I; Institutional Class Mutual Fund | — | — | — | $512K | 0.5% | |
| DFA Real Estate Securities Portfolio (2185) Mutual Fund | — | — | — | $476K | 0.5% | |
| Principal Diversified International Fund; Institutional Class Mutual Fund | — | — | — | $470K | 0.5% | |
| Vanguard Target Retirement 2030 Fund Mutual Fund | — | — | — | $374K | 0.4% | |
| Vanguard Target Retirement 2070 Fund Mutual Fund | — | — | — | $38K | <0.1% | |
| Money Market Fund * Vanguard Cash Reserve Federal ** Money Market Fund | — | — | — | $22K | <0.1% | |
| Vanguard Target Retirement 2020 Fund Mutual Fund | — | — | — | $8K | <0.1% |